Brokerage Operations Specialist II

SS&C Technologies; Kansas City (MO); Hybrid; USD 55,000 - 75,000; Full time

Job summary

A leading financial services and healthcare technology company is seeking a Brokerage Operations Specialist II in Kansas City. This hybrid role requires strong communication skills and attention to detail. The ideal candidate will manage client relationships and ensure accurate reporting. Enjoy benefits like flexible work arrangements, 401k matching, and professional development opportunities.

Benefits

401k Matching Program

Professional Development Reimbursement

Flexible Personal/Vacation Time Off

Sick Leave

Paid Holidays

Medical, Dental, Vision

Employee Assistance Program

Parental Leave

Discounts on fitness clubs

Discounts on travel

Qualifications

• High School Diploma or equivalent required.
• Bachelor’s Degree preferred in Accounting, Finance, or related field.
• Strong multi-tasking skills and attention to detail.

Responsibilities

• Communicate with fund administrators and issuers.
• Review fund documents and perform data entry.
• Identify and resolve data reporting discrepancies.

Skills

Attention to Detail

Communication

Time Management

Multi-tasking

Education

High School Diploma

Bachelor’s Degree in Accounting

Bachelor’s Degree in Finance

Bachelor’s Degree in Business Administration

Tools

Word

Excel

Microsoft Outlook

Job description

Brokerage Operations Specialist II page is loaded

Brokerage Operations Specialist II

Apply locations Kansas City, MO time type Full time posted on Posted 18 Days Ago job requisition id R34057

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Brokerage Operations Specialist II

Locations : Kansas City, MO | Hybrid

Get To Know The Team:

We are seeking a highly motivated, detail-oriented team member to join the Alternative Operations team at SS&C Brokerage Solutions. We are looking for a positive self-starter with superior decision making, time management, and communication skills as well as a keen attention to detail. The ideal candidate works well under pressure and has a proven track record of working remotely with little supervision. This role will require you to build strong relationships with various parties including fund administrators, custodians and asset managers. This is a great opportunity to gain experience working within a fast growing segment of the financial services industry.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

• Communicate effectively and develop relationships directly with fund administrators and issuers
• Review fund documents and perform data entry to track client balances and transactions as appropriate
• Identify and resolve data reporting discrepancies and escalate to senior team as needed
• Ensure timeliness, accuracy and completeness of all client reporting needs
• Assist in identifying process improvements
• Develop, implement, and maintain operating procedures
• Additional responsibilities based on capacity, skill, and interest

What You Will Bring:

• High School Diploma or equivalent required
• Bachelor’s Degree in Accounting, Finance, Business Administration or related industry experience preferred
• Excellent attention to detail and accuracy and strong multi-tasking skills
• Computer experience (Word, Excel, Microsoft Outlook)
• Ability to work independently as well as in a team environment

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers .

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.